Ashton Thomas Private Wealth’s CubeSmart CUBE Stock Holding History

Ashton Thomas Private Wealth’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Sell	7,607 -8,922	-54%	-$355K	0.01%	977
2026 Q1	$606K	Buy	+16,529	New	+$634K	0.01%	677
2024 Q3	–	Sell	-726	Closed	-$32.8K	–	886
2024 Q2	$32.8K	Buy	+726	New	+$31.3K	﹤0.01%	1030
2023 Q4	–	Sell	-18,635	Closed	-$711K	–	589
2023 Q3	$711K	Sell	18,635 -25	-0.1%	-$1.05K	0.05%	338
2023 Q2	$833K	Buy	18,660 +53	+0.3%	+$2.41K	0.06%	304
2023 Q1	$860K	Buy	+18,607	New	+$835K	0.08%	278

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ashton Thomas Private Wealth's CUBE Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its CubeSmart (CUBE) stake by 54% in Q2 2026, selling an estimated $355K and leaving 7,607 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #977.

Ashton Thomas Private Wealth first reported a position in CUBE in Q1 2023 and has held it in 6 quarters since. The position peaked at $860K in Q1 2023. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Ashton Thomas Private Wealth held 7,607 shares of CubeSmart worth $303K as of Q2 2026.
Ashton Thomas Private Wealth sold 8,922 CubeSmart shares in Q2 2026, an estimated $355K.
CubeSmart made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #977 holding.
Ashton Thomas Private Wealth first reported a position in CubeSmart in Q1 2023 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's CubeSmart position peaked at $860K in Q1 2023.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.